Case Study

Driving Data Transformation with Snowflake, Fivetran & dbt

Industry Real Estate & Property Development
Location India
Platform Snowflake Data Cloud, Fivetran, dbt & Snowflake Cortex
Engagement Enterprise Data Warehousing, Document AI & Predictive Analytics
Zero Manual Extraction Effort
Unified Single Source of Truth
Standardized Cross-Functional KPIs
Automated Document Extraction
About the Client

Transforming Enterprise Real Estate Operations Across India

The client is a leading real estate organization with operations spanning Sales, Collections, CRM, EPC (Engineering, Procurement, and Construction), and Customer Service. With critical operational data scattered across SAP, Salesforce, and multiple operational tools, leadership lacked a unified and trustworthy view of overall business performance.

The Challenge

Data fragmentation, manual extraction errors, and document processing friction

Operating across diverse functional areas created significant analytics bottlenecks and operational delay

  • Scattered Systems: Critical business data was isolated across SAP, Salesforce, CRM, and EPC tools with no automated synchronization.
  • Manual Overhead & Errors: Heavy reliance on manual extracts and custom scripts slowed executive reporting and introduced data discrepancies.
  • Inconsistent Metrics & Processing Delays: Slow SAP query processing and conflicting KPI definitions led to misalignment across business units.
  • Lack of Forecasting & Document Friction: Leadership lacked forecasting and predictive insights, while team members spent excessive time manually handling operational paperwork, including RFR, AFS, and Parking documents.
The Solution

An automated, AI-enabled data architecture powering unified analytics and document processing

A modern cloud data ecosystem was designed to centralize ingestion, standardize transformations, and leverage advanced AI models for predictive insights and document extraction.

  • 01 / Automated Ingestion with Fivetran: Implemented Fivetran automated pipelines to seamlessly extract and load SAP and Salesforce data into Snowflake with zero manual intervention.
  • 02 / Unified Warehousing & dbt Transformations: Consolidated all business functions into Snowflake as a single source of truth, deploying dbt to standardize transformation logic and ensure consistent KPIs.
  • 03 / AI-Powered Intelligence Layer: Integrated Snowflake Cortex and an LLM layer to enable natural-language KPI querying and deliver predictive forecasting insights directly to leadership.
  • 04 / Document AI Automation: Implemented Document AI to automatically parse and extract unstructured information from RFR, AFS, and Parking paperwork.
The Results

Operational clarity, automated workflows, and enterprise-wide data trust

The deployment eliminated manual reporting overhead and empowered leadership with real-time, AI-driven visibility into business outcomes.

  • Eliminated Manual Extracts: Fully automated data ingestion pipelines using Fivetran, removing manual reporting dependencies.
  • Single Source of Truth: Established a unified, reliable data foundation on Snowflake accessible across all organizational departments.
  • Consistent Performance Metrics: Achieved company-wide KPI alignment through standardized dbt data transformation models.
  • Predictive & Automated Capabilities: Unlocked real-time predictive insights with Snowflake Cortex while drastically reducing document handling times through automated extraction.